Institutional Ownership Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY). We have compiled data on the 5,061 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $340 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
11,812
shares
|
$6.88 Million
0.24% of portfolio
|
Q1 2025
Added 45.15%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
11,806
shares
|
$6.88 Million
0.61% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
11,806
shares
|
$6.88 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
11,781
shares
|
$6.87 Million
1.5% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
11,778
shares
|
$6.86 Million
4.37% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
11,777
shares
|
$6.86 Million
0.6% of portfolio
|
Q4 2024
Added 21.4%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
11,758
shares
|
$6.85 Million
1.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Visualize Group LP
New York, NY |
May 15, 2025 Q1 2025 |
11,750
shares
|
$6.85 Million
3.54% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
11,740
shares
|
$6.84 Million
0.45% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
11,727
shares
|
$6.84 Million
1.26% of portfolio
|
Q1 2025
Reduced 21.79%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
11,726
shares
|
$6.83 Million
0.29% of portfolio
|
Q1 2025
Added 730.45%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
11,702
shares
|
$6.82 Million
0.94% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
11,698
shares
|
$6.82 Million
0.72% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,687
shares
|
$6.81 Million
0.36% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
11,679
shares
|
$6.81 Million
2.74% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
11,662
shares
|
$6.8 Million
1.25% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
11,645
shares
|
$6.79 Million
8.07% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
11,642
shares
|
$6.79 Million
0.62% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
11,603
shares
|
$6.76 Million
2.47% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
11,582
shares
|
$6.75 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
11,579
shares
|
$6.75 Million
0.19% of portfolio
|
Q1 2025
Reduced 69.82%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
11,570
shares
|
$6.74 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
11,553
shares
|
$6.73 Million
0.27% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
11,530
shares
|
$6.72 Million
0.24% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
11,522
shares
|
$6.72 Million
0.58% of portfolio
|
Q2 2024
Added 22.15%
|